Sanjay Bembalkar
Fund manager at Union Mutual Fund
- Schemes managed
- 11
- Assets in those schemes
- ₹10,216 crRegular plan – Growth, 30 Sep 2026
- Longest tenure
- Union ELSS Tax Saver Fundsince 7 Jun 2021
Source: fund houses’ disclosures, as of 28 Oct 2026.
Schemes managed, A to Z
| Scheme | Category | Role | Since | Co-managers | Assets, ₹ cr |
|---|---|---|---|---|---|
| Union Active Momentum Fund | Sectoral/Thematic Fund | Fund manager | 28 Nov 2024 | Gaurav Chopra | 54330 Sep 2026 |
| Union Aggressive Hybrid Fund | Aggressive Hybrid Fund | Fund manager | 25 Jan 2023 | Parijat Agrawal, Vinod Malviya | 72730 Sep 2026 |
| Union Balanced Advantage Fund | Dynamic Asset Allocation Fund | Fund manager | 25 Jan 2023 | Gaurav Chopra, Parijat Agrawal, Vishal Thakker | 1,15830 Sep 2026 |
| Union Consumption Fund | Sectoral/Thematic Fund | Fund manager, equity | 1 Dec 2025 | Vinod Malviya | 31430 Sep 2026 |
| Union ELSS Tax Saver Fund | ELSS – Tax Saver Fund | Co-fund manager | 7 Jun 2021 | Vinod Malviya | 82130 Sep 2026 |
| Union Equity Savings Fund | Equity Savings Fund | Fund manager | 25 Jan 2023 | Gaurav Chopra, Parijat Agrawal | 11430 Sep 2026 |
| Union Flexi Cap Fund | Flexi Cap Fund | Fund manager | 25 Jan 2023 | Vinod Malviya | 2,32030 Sep 2026 |
| Union Innovation & Opportunities Fund | Sectoral/Thematic Fund | Co-fund manager | 16 Aug 2023 | Gaurav Chopra | 1,30730 Sep 2026 |
| Union Largecap Fund | Large Cap Fund | Fund manager | 7 Jun 2021 | Pratik Dharmshi | 40830 Sep 2026 |
| Union Multi Asset Allocation Fund | Multi Asset Allocation Fund | Fund manager | 20 Aug 2024 | Anindya Sarkar, Vinod Malviya | 98930 Sep 2026 |
| Union Multicap Fund | Multi Cap Fund | Fund manager | 28 Nov 2022 | Harshad Patwardhan | 1,51630 Sep 2026 |
Regular plan – Growth for every scheme; assets at the month-end shown, as each fund house discloses them.
How long on each scheme
- Union Active Momentum Fund1 year 11 months, since 28 Nov 2024
- Union Aggressive Hybrid Fund3 years 9 months, since 25 Jan 2023
- Union Balanced Advantage Fund3 years 9 months, since 25 Jan 2023
- Union Consumption Fund10 months, since 1 Dec 2025
- Union ELSS Tax Saver Fund5 years 4 months, since 7 Jun 2021
- Union Equity Savings Fund3 years 9 months, since 25 Jan 2023
- Union Flexi Cap Fund3 years 9 months, since 25 Jan 2023
- Union Innovation & Opportunities Fund3 years 2 months, since 16 Aug 2023
- Union Largecap Fund5 years 4 months, since 7 Jun 2021
- Union Multi Asset Allocation Fund2 years 2 months, since 20 Aug 2024
- Union Multicap Fund3 years 11 months, since 28 Nov 2022
Managers who left before 28 Oct 2026 are not shown.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.